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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,848 | $102,382-46.4% | $147,005-62.7% | $80,874-32.2% |
| Participation rate | 47.8% | 75.8%-28.0pp | 82.2%-34.3pp | 67.6%-19.8pp |
| Annual return | 11.24% | 134.89%-123.7pp | 418.76%-407.5pp | 35.62%-24.4pp |
| Employer contribution / active EE | $992 | $3,715-73.3% | $4,934-79.9% | $2,756-64.0% |
| Participant deferral / active EE | $1,965 | $6,646-70.4% | $8,070-75.7% | $4,297-54.3% |
| Admin fee / account holder | $10,774 | $7,942+35.7% | $13,006-17.2% | $6,935+55.4% |